Diversified Portfolios Inc’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Sell |
4,191
-526
| -11% | -$125K | 0.09% | 85 |
|
|
2025
Q1 | $1.05M | Buy |
4,717
+351
| +8% | +$77.8K | 0.11% | 82 |
|
|
2024
Q4 | $1.05M | Buy |
4,366
+11
| +0.3% | +$2.64K | 0.11% | 77 |
|
|
2024
Q3 | $1.03M | Buy |
4,355
+153
| +4% | +$36.3K | 0.12% | 79 |
|
|
2024
Q2 | $916K | Hold |
4,202
| – | – | 0.12% | 79 |
|
|
2024
Q1 | $961K | Sell |
4,202
-44
| -1% | -$10.1K | 0.14% | 69 |
|
|
2023
Q4 | $906K | Buy |
4,246
+188
| +5% | +$40.1K | 0.14% | 70 |
|
|
2023
Q3 | $767K | Buy |
4,058
+367
| +10% | +$69.4K | 0.14% | 70 |
|
|
2023
Q2 | $734K | Buy |
3,691
+82
| +2% | +$16.3K | 0.15% | 70 |
|
|
2023
Q1 | $684K | Buy |
+3,609
| New | +$684K | 0.15% | 74 |
|